SG Americas Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History

SG Americas Securities’s Portfolio RESP Stock Details RESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,398	Closed	-$137K	–	3599
2018 Q1	$137K	Buy	+4,398	New	+$142K	﹤0.01%	2711
2017 Q4	–	Sell	-52,152	Closed	-$1.55M	–	3734
2017 Q3	$1.55M	Sell	52,152 -2,838	-5%	-$82.7K	0.01%	950
2017 Q2	$1.57M	Hold	54,990	–	–	0.01%	1067
2017 Q1	$1.53M	Hold	54,990	–	–	0.01%	1075
2016 Q4	$1.46M	Buy	54,990 +18,300	+50%	+$469K	0.01%	1093
2016 Q3	$917K	Buy	36,690 +31,020	+547%	+$769K	0.01%	1236
2016 Q2	$134K	Buy	+5,670	New	+$135K	﹤0.01%	2270

Other funds holding RESP

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SG Americas Securities's RESP Position: Q2 2018 in Review

SG Americas Securities sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2018, closing a stake of 4,398 shares — an estimated $137K sold.

SG Americas Securities first reported a position in RESP in Q2 2016 and held it in 7 quarters. The position peaked at $1.57M in Q2 2017. 24 funds tracked by Wall St. Rank hold RESP as of Q2 2018.

SG Americas Securities reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2018 after selling out during the quarter.
SG Americas Securities sold 4,398 WisdomTree U.S. ESG Fund shares in Q2 2018, an estimated $137K.
SG Americas Securities first reported a position in WisdomTree U.S. ESG Fund in Q2 2016 and held it in 7 quarters.
SG Americas Securities's WisdomTree U.S. ESG Fund position peaked at $1.57M in Q2 2017.
24 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2018.

Based on SG Americas Securities's 13F filing for Q2 2018, filed 7 Aug 2018.